-91.1%
AMIX vs GSK
+9.8%
-100.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | -9.9% | +1.1% | -11.0% | -9.9% |
| 30D | -52.8% | +6.3% | -59.1% | -52.9% |
| 3M | -80.0% | +1.8% | -81.8% | -79.9% |
| 6M | -80.2% | +1.7% | -81.9% | -80.1% |
| YTD | -88.1% | +6.5% | -94.7% | -88.2% |
| 1Y | -91.1% | +9.5% | -100.6% | -91.4% |
| All | -91.1% | +9.8% | -100.8% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GSK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling